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CSI Broker Client Service Specialist

Wealth and Asset Management, Finance and Accounting

Johnston, Rhode Island

Req. Number: 223797

Full/Part Time: F

Shift: 1st Shift

Description

Provide the delivery of world class customer service experience to our equity, fixed income, and mutual fund clients!

Work closely with internal departments to ensure timely and accurate resolution to all customer requests and inquiries.

With emphasis on teamwork, assisting traders, account managers, Financial Consultants and department managers with various sales and service-related requests.

Qualifications

  • Financial services background preferred
  • Experience in a call center environment preferred
  • Series 7 & 63 licenses preferred or the ability to acquire within 6 months
  • Problem Solving skills
  • Multi-task oriented
  • Flexible team player
  • Adapt to a constantly evolving environment

Why work with us

  • Colleague development: We offer a clear career path, in-depth training, coaching and mentoring to help you reach your potential
  • Outstanding resources: We have access to big data analytics, technology, referrals and industry-wide tools to help target and grow your client relationships
  • Commitment to community: We give back to the communities you work in and live in by volunteering and donating to charities

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more

Awards we've received

  • Forbes World's Best Banks (2020)
  • Forbes Best Employers for Diversity (2021)
  • Best Places to Work for LGBTQ Equality – 100% Corporate Equality Index (2020)
  • Military Friendly Employer (2021)
  • Dave Thomas Foundation – Best Adoption-friendly Workplace (2020)
  • Diversity, Inc. – Top 25 companies for diversity (2019)

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

View Benefits

Awards We've Received

2022

Human Rights Campaign Best Places to Work for LGBTQ Equality

2021

Dave Thomas Foundation Best Adoption-friendly Workplace

2021

DiversityInc
Noteworthy Company for Diversity

2021

Military Friendly Employer

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